Steven Palmieri, a Tax CFO and the Entrepreneur's CFO, sits on that call with us while we look at payroll setup, the monthly close, or the return you still need filed.
Open the times
A 30-minute call covers one proposal or one month. Bring the file you have.
You will be talking to the Steven Palmieri practice.
Montrose is a street of flavors worth the trip across town. Houston ISD families plan the year on the district calendar, and we plan the books on a calendar with the same kind of dates.
Bring the last month you trust. If you only have a question, bring that.
That conversation only tests whether the file fits this practice. The books stay untouched until an engagement is signed.
Bring the proposal you are unsure about, or the last month that matches the bank. You do not need a perfect file. We would rather see the real month than a cleaned up story.
If March was the rodeo and the deposits look strange, say so. If a permit fee is about to change a bid, say that too. The call is for the file you have, not the file you wish you had.
A 30-minute call covers one proposal or one month. We ask who would still answer in July, whether the bank lines up with the books, and whether the quote is quietly asking for a signed report. If the true answer is that you can wait, we will say so.
Scope and price are written into an engagement, and both sides sign that page before any month is touched. The call is only the look. You can leave it with a clear no.
Some bring a storefront quote. Some bring a friend's name on a scrap of paper. Some bring a franchise report that went out while the books were still open. Any one of those is enough.
If you sell inside the city, look at one deposit and see whether Houston METRO, the city, and the state are all in it, or only the state. Harris County stacks nothing further on a sale, and an address inside the city stays at 8.25 percent combined.
Contractors can mention the Houston Permitting Center fee change dated the first of July in 2026. Write the June price and the August price on separate lines so the close does not blend them into one job.
There is no drive across town to an office. The call is the meeting. Bring the file you have, including the month you do not trust yet. A full night at the downtown arena is one every Texan can appreciate, and we keep the time you already picked.
The time grid is loading. If it stays empty, call the footer number and name the books or the return.
The footer phone is this practice. A note left on another page reaches the same people. We read the note before a call goes back out.
After the call you will know what can be cleaned up, what should be closed this month, and what you can decide before the year ends.